京東方A(000725.SZ):TV類產品受益於低庫存、低稼動以及品牌廠商備貨動能恢復,價格呈現全線上升,4月升幅繼續擴大
格隆匯6月13日丨京東方A(000725.SZ)於2023年5月26日接受摩根大通等等機構的調研、現場參觀,交流環節中,就“如何看待目前的市場需求及產品價格?”,公司回覆稱,2023年一季度以來,隨外部不確定因素逐漸被消化,市場供需關係逐漸趨向平緩。根據諮詢機構數據,2023年一季度LCDTV面板價格開始上升,疊加國內促銷季備貨需求的拉動,國內主要品牌廠商採購動力有所回升。產品價格方面,TV類產品受益於低庫存、低稼動以及品牌廠商備貨動能恢復,價格呈現全線上升,4月升幅繼續擴大;MNT類產品受面板廠控產策略及部分消費市場需求回暖影響,主流尺寸價格持平,部分呈現升價態勢;NB類產品主流尺寸價格持平。
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